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    Logan Whalley

    Vice President in Equity Research at TD Cowen

    Logan Whalley is a Vice President in Equity Research at TD Cowen, specializing in coverage of the technology and digital media sectors. He has contributed to research on publicly traded companies including Grindr, providing investor insights and participating in Wall Street analyst ratings. With over eight years of industry experience, Whalley joined TD Cowen (formerly Cowen Inc.) in July 2021 after earlier tenures at other financial firms, and he holds a Bachelor of Science from the University of New Hampshire in addition to academic studies at Universitat Autònoma de Barcelona. His professional credentials likely include standard FINRA securities licenses expected for vice presidents in equity research, supporting his analytical and compliance expertise.

    Logan Whalley's questions to Grindr (GRND) leadership

    Logan Whalley's questions to Grindr (GRND) leadership • Q2 2025

    Question

    Logan Whalley of TD Cowen inquired about the primary drivers of the Q2 increase in Monthly Active Users (MAUs), Grindr's current market penetration (TAM), and the future potential of the newly announced mapping features.

    Answer

    CEO George Arison attributed the 6% YoY MAU growth to strong engagement from younger cohorts, dismissing third-party data as inaccurate. He outlined future growth from localized marketing and intention-based products. For Total Addressable Market (TAM), Arison highlighted opportunities in both user growth in developing nations and revenue expansion into new verticals like health and travel. He explained that new mapping features are a precursor to building out a 'local discovery' platform for events, businesses, and travel.

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    Logan Whalley's questions to Grindr (GRND) leadership • Q1 2025

    Question

    Logan Whalley asked for the primary drivers behind the raised 2025 guidance, whether this changes the long-term 2027 targets, and how the new Woodwork health service will be integrated into the Grindr ecosystem.

    Answer

    CFO Vanna Krantz attributed the raised guidance to positive results from recent product tests and the early monetization of the 'Right Now' feature, adding that Q2 EBITDA should be similar to Q1. CEO George Arison clarified that potential benefits from changes to Apple's App Store policies are not factored into the new guidance. Regarding Woodwork, Arison described it as a very early-stage, capital-light startup within Grindr focused on learning and future expansion beyond its initial ED medication offering.

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    Logan Whalley's questions to Bumble (BMBL) leadership

    Logan Whalley's questions to Bumble (BMBL) leadership • Q1 2025

    Question

    Logan Whalley, on for John Blackledge, asked about international markets, inquiring if user behavior and ecosystem challenges differ from the U.S. and what regions are key opportunities for 2025.

    Answer

    Founder and CEO Whitney Wolfe Herd stated that based on her research, core user complaints—such as bots, low-quality matches, and lack of value—are 'almost identical' across international markets and the U.S. Consequently, the strategy is to fix the core product first before aggressively pursuing international growth. She indicated that a significant international push is more likely for 2026, after the product reset is well underway.

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